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OFG Bancorp

141 hedge funds and large institutions have $418M invested in OFG Bancorp in 2016 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

8% more funds holding

Funds holding: 130141 (+11)

5% more capital invested

Capital invested by funds: $400M → $418M (+$18.3M)

8% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $1.95M

4.08% less ownership

Funds ownership: 98.99%94.91% (-4.1%)

11% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
141
Holders Change
+11
Holders Change %
+8.46%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
41
Reduced
46
Closed
16
Calls
$1.81M
Puts
$1.95M
Net Calls
-$147K
Net Calls Change
-$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$38.9M +$1M +98,028 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.7M +$586K +57,314 +2%
BFA
3
BlackRock Fund Advisors
California
$32.5M +$2.79M +272,971 +9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$25.8M
Wellington Management Group
5
Wellington Management Group
Massachusetts
$22.9M -$6.46M -631,915 -22%
JP Morgan Chase
6
JP Morgan Chase
New York
$18.5M +$184K +18,010 +1%
CC
7
Carlson Capital
Texas
$15.2M -$9.81M -959,928 -39%
SCM
8
Snow Capital Management
Pennsylvania
$13.4M -$4.04M -395,342 -23%
State Street
9
State Street
Massachusetts
$12.9M +$24.7K +2,418 +0.2%
PPA
10
Parametric Portfolio Associates
Washington
$12.5M -$2.66M -259,870 -17%
Deutsche Bank
11
Deutsche Bank
Germany
$12.3M -$334K -32,682 -3%
LSV Asset Management
12
LSV Asset Management
Illinois
$12M -$40.9K -4,000 -0.3%
BIT
13
BlackRock Institutional Trust
California
$11.2M +$68.1K +6,668 +0.6%
SV
14
Stilwell Value
New York
$10.1M +$2.56M +250,000 +33%
SCM
15
Schneider Capital Management
Pennsylvania
$8.72M -$1.21M -118,109 -12%
Northern Trust
16
Northern Trust
Illinois
$8.35M +$52.5K +5,133 +0.6%
Charles Schwab
17
Charles Schwab
California
$7.97M +$2.58M +252,035 +47%
EA
18
Emerald Acquisition
Washington
$7.87M -$4.91M -480,719 -38%
BA
19
BlackRock Advisors
Delaware
$7.66M +$1.06M +104,101 +16%
Ameriprise
20
Ameriprise
Minnesota
$7.18M -$2.3M -225,270 -24%
Goldman Sachs
21
Goldman Sachs
New York
$5.41M -$764K -74,796 -12%
Citigroup
22
Citigroup
New York
$5.2M -$229K -22,372 -4%
CCMH
23
Cornerstone Capital Management Holdings
New York
$4.79M +$4.4M +430,800 +988%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$4.74M -$6.86K -671 -0.1%
OAM
25
Oxford Asset Management
United Kingdom
$3.92M +$345K +33,750 +10%

OFG Hedge Fund Activity: Q3 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in OFG Bancorp (OFG) for Q3 2016, worth a combined $418M — up 4.6% from $400M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OFG positions and 16 closed out — a net gain of 11 holders — while 41 added to existing stakes and 46 trimmed.

The largest buyer was Cornerstone Capital Management Holdings, adding an estimated $4.4M. The largest seller was Carlson Capital, cutting an estimated $9.81M.

  • 141 institutional investors held OFG Bancorp (OFG) as of Q3 2016, up from 130 in Q2 2016.
  • Funds reported $418M of OFG Bancorp stock for Q3 2016, up 4.6% quarter-over-quarter.
  • 27 funds opened new OFG Bancorp positions in Q3 2016 and 16 closed out, a net change of +11 holders.
  • The largest OFG Bancorp buyer in Q3 2016 was Cornerstone Capital Management Holdings, an estimated $4.4M added.
  • The largest OFG Bancorp seller in Q3 2016 was Carlson Capital, an estimated $9.81M sold.

Based on aggregated 13F filings for Q3 2016.